Data Analyst Supervisor for Financial Services in Montreal
Maples Group
About the role
About
Lead the data analysis and reporting team as a Data Analyst Supervisor. Elevate client service and operational support in the financial services sector while working in a diverse and dynamic team.
As a vital member of our Montreal office, you will directly support daily operational needs for institutional clients. This role requires overseeing accounting and portfolio performance analysis, producing monthly to annual reports, and assisting team leaders in developing procedures. Collaboration with analysts and other departments is key to delivering exceptional service and outcomes.
Responsibilities
- Oversee portfolio accounting and performance analysis
- Produce monthly, quarterly, and annual financial reports
- Support special projects based on client requests
- Train and provide technical assistance to analysts
- Collaborate on procedural development across teams
Requirements
- Bachelor’s degree in Finance or Accounting
- 2-3 years in financial services or finance
- Familiarity with fund administration is a plus
- Strong skills in Microsoft Excel, including VBA
- Experience in client relationship management
Additional Information
Your leadership in data analysis and reporting will drive exceptional client satisfaction and operational excellence.
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Requirements
- Familiarity with fund administration is a plus
- Experience in client relationship management
Responsibilities
- Oversee portfolio accounting and performance analysis
- Produce monthly, quarterly, and annual financial reports
- Support special projects based on client requests
- Train and provide technical assistance to analysts
- Collaborate on procedural development across teams
Skills
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